{"id":857,"date":"2017-06-19T12:12:11","date_gmt":"2017-06-19T12:12:11","guid":{"rendered":"http:\/\/blog.nwaresoft.com\/?p=857"},"modified":"2017-06-19T12:12:11","modified_gmt":"2017-06-19T12:12:11","slug":"the-7-steps-for-sales-automation-strategy","status":"publish","type":"post","link":"https:\/\/nishant.info\/index.php\/2017\/06\/19\/the-7-steps-for-sales-automation-strategy\/","title":{"rendered":"The 7 Steps For Sales Automation strategy"},"content":{"rendered":"

You\u2019ve been really busy but things are starting to slow down. It\u2019s time to drum up some business!<\/span><\/h2>\n
\n

You open up your CRM and\u2026 cringe. You haven\u2019t updated your pipeline in weeks. Everything is out of date. Again. <\/p>\n

You\u2019ve got a slew of overdue tasks you never took care of\u00a0and, oh look,\u00a0you dropped the ball on several very promising conversations.<\/p>\n

You fire off some emails to the deals you think might still be lukewarm. Hopefully someone bites, but you aren\u2019t optimistic. You can hear that all-too-familiar voice in your head, \u201cYou really need to do a better job tracking your leads.\u201d<\/p>\n

It doesn\u2019t have to be this way.\u00a0<\/i>This never-ending cycle of neglect and remorse is avoidable.<\/p>\n

You\u00a0can\u00a0<\/i>stay on top of all your leads and follow-up with everyone quickly. A pristine pipeline is possible.<\/p>\n

You don\u2019t need to do a better job or try harder. But, you do need to invest time into implementing a sales automation strategy for your business. It\u2019s an extremely high-leverage activity that will save you untold time and eliminate so much unnecessary stress. You\u2019ll shorten your sales cycle, close more deals, and everyone that goes through your pipeline will have a more positive experience of your company. A few hours invested now will pay dividends for years to come.<\/p>\n

In this post I\u2019ll outline the seven major aspects of sales automation, give you some food for thought as you plan each aspect, and give you some guidance on how to get started.<\/p>\n

But first\u2026<\/p>\n

What\u2019s the goal here?<\/h2>\n

Sales automation is about creating a system you can depend on to:<\/p>\n

    \n
  1. Keep you focused on your best opportunities<\/li>\n
  2. Help you stay on top of your workload and prevent you from dropping the ball<\/li>\n
  3. Minimize time spent on record keeping and time-consuming routine tasks<\/li>\n<\/ol>\n

    After you\u2019ve automated your pipeline, you should feel confident that what your CRM tells you to do is exactly what you should be doing at that moment because everything has been prioritized for you. Nothing can slip through the cracks because you\u2019ve got an automated system \u201cwatching\u201d and generating tasks for you as needed. All you have to do is open your CRM and start checking off tasks.<\/p>\n

    You can finally relax knowing that you are investing your precious time exactly where it will have the most impact. You\u2019ve automated everything else, so you\u2019re operating at maximum efficiency. You\u2019ve achieved a\u00a0perfect balance between human touch and automation\u00a0and you\u2019ve got systems in place to ensure you\u2019re measuring and improving your pipeline.<\/p>\n

    This is sales automation bliss. Here are the seven steps to getting there\u2026<\/p>\n

     <\/p>\n

    \"\"<\/p>\n

    We all know it\u2019s important to use behavior and engagement to identify our best opportunities but, without implementing a scoring program, it\u2019s really difficult to do well.<\/p>\n

    If your company is getting more leads than it has time to follow up with, scoring isn\u2019t something that \u201cwould be nice\u201d to implement, it\u2019s absolutely necessary. There isn\u2019t a better way to prioritize leads.<\/p>\n

    A\u00a0well-implemented lead scoring program\u00a0can analyze all your leads, look at their product fit, their engagement across your campaigns and website, and rank them all in order of their likelihood to convert and become high-value customers. Hundreds of factors can be boiled down to a single numerical value that ranks your leads so you know exactly where to invest your time.<\/p>\n

    You can increase or decrease contact :<\/p>\n